CX Institutional
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CX Institutional’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

CX Institutional’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43K Buy
756
+59
+8% +$3.47K ﹤0.01% 1043
2026
Q2 		$40K Hold
697
– – ﹤0.01% 1017
2026
Q1 		$38K Buy
697
+1
+0.1% +$56 ﹤0.01% 1013
2025
Q4 		$37K Sell
696
-293
-30% -$15.1K ﹤0.01% 1016
2025
Q3 		$51K Buy
+989
New +$48.9K ﹤0.01% 931

Other funds holding FEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

CX Institutional's FEP Position: Q3 2026 in Review

CX Institutional increased its First Trust Europe AlphaDEX Fund (FEP) stake by 8.5% in Q3 2026, buying an estimated $3.47K and bringing the position to 756 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

CX Institutional first reported a position in FEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $51K in Q3 2025. 35 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • CX Institutional held 756 shares of First Trust Europe AlphaDEX Fund worth $43K as of Q3 2026.
  • CX Institutional bought 59 First Trust Europe AlphaDEX Fund shares in Q3 2026, an estimated $3.47K.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1043 holding.
  • CX Institutional first reported a position in First Trust Europe AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's First Trust Europe AlphaDEX Fund position peaked at $51K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.